Exporting Investment Data

Sheila laid out her investment plan and now, she wants to export the data. Exporting her data offers Sheila the following options:

  • Show the data to people who are not users in Uptempo.

  • Integrate the data into other systems.

  • Modify and import the data as needed to quickly update data in the system.

You can only export data from one investment plan at a time. Data export options include:

  • Export Current view: This will export only the data that is displayed in your current view to an Excel spreadsheet (.xls). The order of your columns in the export will be the same as the order of the columns in your view.

  • Export All fields: This will export all of the data in your account to an Excel spreadsheet (.xls). The order of your columns in the export will be based on how your columns are listed in the Customize > Columns page. Categories and sub-categories will be highlighted by colored rows. Placeholders aren't distinguishable from line items.

  • Export All fields for Import: This will export all of the data in your account to an Excel spreadsheet (.xls). The order of columns in the export will be based on how your columns are listed in the Customize > Columns page. Categories, sub-categories, line items and placeholders are annotated for import, for details see Importing Investment Data.

Tip

If the order of columns in the export does not suit your needs, an administrator can adjust the order in the Master Settings.

  1. On the Investments tab, click the Download icon next to the search bar.

  2. Select your desired export option from the drop-down list.

  3. In case you selected the option Export Current view or Export All fields: Decide whether the export should show aggregate totals.

You have exported the data.